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Financial Fiduciaries, LLC | Fiduciary Standard

Fiduciary Standard (by Objectively Speaking)

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Financial Fiduciaries, LLC | Fiduciary Standard | financialfiduciaries.wordpress.com Reviews

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Fiduciary Standard (by Objectively Speaking)

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April | 2015 | Financial Fiduciaries, LLC

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Financial Fiduciaries, LLC. Where the Action Is. Monthly Archives: April 2015. Are You Monitoring the Ratings of Your Bonds? April 20, 2015. When an individual purchases a bond, one of the factors they consider is the current bond rating. Standard and Poor’s (S&P) is one of the major independent rating agencies that helps to determine bond ratings. It looks at the issuer … Continue reading →. Fiduciary Industry Leaders to Create Best Practices Guide. April 19, 2015. Bees an endangered species?

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June | 2015 | Financial Fiduciaries, LLC

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Financial Fiduciaries, LLC. Where the Action Is. Monthly Archives: June 2015. 401k Maxed OutWhat About Alternative Investments? June 11, 2015. In 2015, the US government increased the 401k contribution amount to $18,000/year (up from $17,500). High earners often find that they can easily reach this contribution amount quickly. The next common investment tool is a Roth IRA which allows an … Continue reading →. When is a Reverse Mortgage a Good Option? June 11, 2015. June 4, 2015. June 4, 2015. In most are...

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Financial Fiduciaries, LLC | Fiduciary Standard | Page 2

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Financial Fiduciaries, LLC. Where the Action Is. Newer posts →. A Slow Decline in Readers. September 20, 2016. Do you read printed books occasionally? Apparently reading declines with age. 80% of Americans age 18-29 have read a book in the past year, but that declines to 73% for people age 30-49, and further declines to 70% of people age 50-64. Only 67% of people over the age of 65 read a book in the past year. Source: http:/ www.pewinternet.org/2016/09/01/book-reading-2016/. September 20, 2016. The intr...

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October | 2014 | Financial Fiduciaries, LLC

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Financial Fiduciaries, LLC. Where the Action Is. Monthly Archives: October 2014. Commentary on New Commission Ruling Regarding Variable Coupon Bonds. October 17, 2014. As a mutual insurance company, you may be aware of a new initiative by the Commissioner’s office to provide guidelines regarding the purchase and retention of variable coupon bonds. In a nutshell, these rules require variable coupon instruments to adjust … Continue reading →. Are We Moving into Choppy Waters? October 17, 2014.

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July | 2015 | Financial Fiduciaries, LLC

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Financial Fiduciaries, LLC. Where the Action Is. Monthly Archives: July 2015. The Bears Invade Shanghai. July 7, 2015. With all eyes on Greece, a bigger and potentially more disturbing market disruption is taking place in a much larger economy. As you read this, the Chinese stock market is experiencing the kind of free-fall not seen since the 2008 drop … Continue reading →. The First Question to Ask Everyone. July 7, 2015. Suppose you truly want to connect with other people. What’s your best strategy?

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Website Affiliates | Financial Fiduciaries, LLC

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Fee Only Investment Advisor - Financial Planner - Retirement Planner in Knoxville, TN. John Smartt, Jr., Financial Counseling and Administration is a fee-only financial planning and investment management firm offering continuing and one-time investment management advice to clients in East Tennessee and nationwide. Johns expertise with Vanguard - the lowest cost ETF and mutual fund company - has been accumulated over more than 20 years of satisfying clients. Blankenship Financial Planning provides…. Longv...

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Sitemap | Financial Fiduciaries, LLC

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Sign Up for Our Newsletter and Receive. 3 Steps to Investing Success.

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Vigil Trust & Financial Advocacy | Financial Fiduciaries, LLC

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Vigil Trust and Financial Advocacy. Vigil Trust and Financial Advocacy. Estate Planning for Now. Assurance for the Future. After a lifetime of hard work building your estate, who will you trust to oversee it upon your death? Who will fulfill your intent if you become incapacitated? Who will, under every circumstance, be able to execute your wishes with respect to your beneficiaries? Sign Up for Our Newsletter and Receive. 3 Steps to Investing Success.

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Vigil Advantage | Financial Fiduciaries, LLC

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Vigil professional trustee services will be dependably consistent and fully attentive even in the unforeseen future. The fact is you don’t know what else might be happening in your friend’s life at the moment he or she is called upon to act as your trustee. Other priorities in their life may make trustee duties an overwhelming burden or distract them from giving the job the time and attention it requires. Vigil’s objectivity avoids emotional bias that a family friend may bring to judgment decisions...

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Webinars & Videos | Financial Fiduciaries, LLC

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The Basics of Bond Investing Webinar. The Retirement Gamble - Great PBS Article on Retirement Savings Costs. NAPFAs Comments on the PBS Frontline - The Retirement Gamble Series. Greenspan: Taper Now, Even if Economy isnt Ready. RIABiz - An X-ray of One Affluent, Educated and Sophisticated Investors Portfolio Shows How it was Chewed up by Fees. Sign Up for Our Newsletter and Receive. 3 Steps to Investing Success.

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Affiliations | Financial Fiduciaries, LLC

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The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation. Since 1988, Vigil Trust and Fi...

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Mutual Insurance Companies | Financial Fiduciaries, LLC

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Choosing the Right Partner. When choosing an outside resource to assist you with your company’s investment matters, you need a partner who understands your unique conditions and requirements. A multidisciplinary team with substantial legal, tax, accounting and investment experience. Comprehensive, integrated guidance, designed specifically to your company goals and requirements. Rigorous due diligence, monitoring, and results measurement. Time savings and efficiency for you and your staff. Sign Up for Ou...

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Client Forms | Financial Fiduciaries, LLC

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Form 1 - Individual Planning Questionnaire. Form 2 - Risk Profiling Questionnaire. Form 3 - Advisory Agreement. 612 Mutual Insurance Companies. Form 15 - Advisory Agreement. Form 16 - Privacy Policy. Authorized Signer Designation Form. Cash Management Election Form. Corporate Resolution for Sale of Stock Form. Information to Confirm Wire Initiator. Online User Profile Form. Stock Power Corporate Resolution Form. Wire Transfer Authorization Procedure. 611 Mutual Insurance Companies.

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Notices | Financial Fiduciaries, LLC

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Financial Fiduciaries is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. Financial Fiduciaries is not engaged in the practice of law or accounting. Financial Fiduciaries does not maintain custody of client...

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Tell a Friend | Financial Fiduciaries, LLC

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We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend! Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*). I'm emailing because I thought you might be interested in getting in touch with Financial Fiduciaries, LLC. You can take a look at their website at http:/ www.financialfiduciariesllc.com. Leave this field blank:.

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Financial Fiduciaries, LLC | Fiduciary Standard

Financial Fiduciaries, LLC. What is the Fiduciary Duty of a Board of Directors? August 14, 2015. As a fee-only financial planner, it is widely understood that we have a fiduciary duty to our clients. But did you know that this duty extends far beyond the client relationship into other areas of our professional lives? What you should know about Brokered CD’s. August 14, 2015. One of the biggest advantages people note for purchasing a brokered CD is the fact that the rates are generally higher than bank CD...

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Home | Financial Fiduciaries

Skip to main content. Toll Free: (800) 950-8110. For a solid future. Manage the changing face of life. Your success is our only mission. Striving to Achieve and Preserve Financial Peace of Mind. Committed to managing your financial situation with the necessary time, attention and expertise required to help you achieve your goals, we strive to help free you up to focus on the things in life that are most important to you. We do not charge commissions on any products so you can be assured that our guid...

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Financial Field Services, LLC. Here is what some of our existing accounts say about us:. Bob Holtan of Financial Field Services has been providing Patelco Credit Union with quality family backed service and integrity for over 6 years. We never have any concerns about accounts being handled in the best interest of the Credit Union in a timely and professional manner. San Francisco, CA. Sr Collections and Insurance Specialist. Community First Credit Union. Santa Rosa, CA. We are Bonded and insured. If Memb...

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